Paraplanner Team Leader
Job Type : Permanent, Full Time
Salary : £45000 – £50000/annum Comprehensive Benefits
A superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader.
An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or for an existing Team Leader.
It manages approximately £450 million of client assets, held within Pensions and Investments. The firm is directly authorised by the Financial Conduct Authority.
Paraplanner Team Leader
Are you a proactive and driven individual looking to lead a team towards excellence in the world of Financial Planning? We're seeking a passionate Paraplanning Team Leader to spearhead a regional IFA’s team, drive efficiency, and ensure accuracy in all operations. This is your opportunity to shine and make a real impact in a thriving IFA firm.
This is the ideal opportunity for a Paraplanner who is currently developing others and spotting training requirements across their current firm.
Paraplanner Team Leader Duties:
* Take the reins and skilfully manage the daily workflow, ensuring tasks are completed efficiently and on time.
* Be a referral point for Technical cases and the bridge between the team and senior management.
* Utilise your leadership finesse to manage resources within the team, and fearlessly collaborate with other team leaders or managers when additional support is needed.
* Drive improvements by refining procedures, processes, systems, and controls, all while keeping a keen eye on enhancing quality and control measures.
* Foster a culture of cohesion and open communication, making sure all personnel, from team members to advisers and other staff, are on the same page and working towards the company's vision.
* Deliver regular management information to showcase the team's success and growth and be ready to provide valuable input during manager meetings.
Paraplanner Team Leader Requirements:
* Level 4 Diploma Qualified as a minimum.
* Experience of working with an IFA or Wealth Management firm and experience of writing tailored suitability reports for various clients.
Paraplanner Team Leader Package / Benefits:
The Salary range for a Team Leader in the Paraplanning department is up to £45,000 to £50,000. Benefits 3 x life cover, pension scheme 5% matched, days off currently being offered for birthday and Christmas Eve. They close between Christmas and New Year and have free onsite car parking
